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CXE

MFS High Income Municipal Trust

Delisted

CXE was delisted on the 5th of June, 2026.

33 hedge funds and large institutions have $16.9M invested in MFS High Income Municipal Trust in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

6% more funds holding

Funds holding: 3133 (+2)

1% more capital invested

Capital invested by funds: $16.6M → $16.9M (+$243K)

0.74% more ownership

Funds ownership: 10.08%10.82% (+0.74%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.65M +$96.9K +19,241 +3%
HK
2
Horizon Kinetics
New York
$2.76M +$4.17K +827 +0.1%
LCM
3
Laurion Capital Management
New York
$1.88M +$1.92M +381,935 New
Invesco
4
Invesco
Georgia
$1.66M -$34.7K -6,887 -2%
MSL
5
Mackay Shields LLC
New York
$1.49M
Morgan Stanley
6
Morgan Stanley
New York
$754K -$103K -20,355 -12%
Bank of America
7
Bank of America
North Carolina
$731K -$46.7K -9,273 -6%
AAM
8
Advisors Asset Management
Colorado
$543K -$604K -119,806 -52%
RJA
9
Raymond James & Associates
Florida
$479K
DA
10
Doliver Advisors
Texas
$377K +$281K +55,788 New
VanEck Associates
11
VanEck Associates
New York
$339K +$8.94K +1,774 +3%
TCM
12
Traynor Capital Management
Pennsylvania
$293K -$27.5K -5,466 -8%
IA
13
IFP Advisors
Florida
$243K
ICA
14
Infrastructure Capital Advisors
New York
$215K
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$205K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$187K
Wells Fargo
17
Wells Fargo
California
$164K +$65.5K +12,998 +64%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$160K -$10.7K -2,119 -6%
WS
19
Wedbush Securities
California
$109K +$9.4K +1,866 +9%
LPL Financial
20
LPL Financial
California
$89K +$91.4K +18,137 New
CIA
21
Capital Investment Advisors
Georgia
$85K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$82K -$32.4K -6,426 -28%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$77K +$25 +5 +0%
ATC
24
Argent Trust Co
Tennessee
$66K +$67.1K +13,328 New
Citadel Advisors
25
Citadel Advisors
Florida
$55K +$56.3K +11,178 New

CXE Hedge Fund Activity: Q1 2018 in Review

33 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q1 2018, worth a combined $16.9M — up 1.5% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CXE positions and 6 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.92M. The largest seller was Advisors Asset Management, cutting an estimated $604K.

  • 33 institutional investors held MFS High Income Municipal Trust (CXE) as of Q1 2018, up from 31 in Q4 2017.
  • Funds reported $16.9M of MFS High Income Municipal Trust stock for Q1 2018, up 1.5% quarter-over-quarter.
  • 8 funds opened new MFS High Income Municipal Trust positions in Q1 2018 and 6 closed out, a net change of +2 holders.
  • The largest MFS High Income Municipal Trust buyer in Q1 2018 was Laurion Capital Management, an estimated $1.92M added.
  • The largest MFS High Income Municipal Trust seller in Q1 2018 was Advisors Asset Management, an estimated $604K sold.

Based on aggregated 13F filings for Q1 2018.